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Liberty Wealth Management’s iShares MSCI China ETF MCHI Stock Holding History

Liberty Wealth Management’s Portfolio MCHI Stock Details MCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-109
Closed -$6K – 932
2019
Q2 		$6K Buy
+109
New +$6.55K 0.01% 630

Other funds holding MCHI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Liberty Wealth Management's MCHI Position: Q3 2019 in Review

Liberty Wealth Management sold out of iShares MSCI China ETF (MCHI) in Q3 2019, closing a stake of 109 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in MCHI in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 175 funds tracked by Wall St. Rank hold MCHI as of Q3 2019.

  • Liberty Wealth Management reported no remaining iShares MSCI China ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 109 iShares MSCI China ETF shares in Q3 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in iShares MSCI China ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's iShares MSCI China ETF position peaked at $6K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held iShares MSCI China ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.